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Judy Ward

By Judy Ward | 12/5/2022
The pandemic and health concerns have led some Americans to think about retiring earlier than they previously planned, and market volatility has heightened many pre-retirees’ nervousness about a potential shortfall in their retirement income. “For pre-retirees, inflation has put a question mark... READ MORE
By Judy Ward | 8/10/2022
In the cover story of the latest issue of NAPA Net the Magazine, seven of the nation’s top wholesalers talk about the 10 ways wholesalers can help you work more efficiently and effectively. The cover story also features the 2022 NAPA Advisor Allies list of top wholesalers. “I don’t think about my... READ MORE
By Judy Ward | 8/10/2022
  In a feature article in the latest issue of NAPA Net the Magazine, Judy Ward looks at how some leading advisors are helping plans and participants face the challenges of inflation. If inflation continues to run high, a growing number of financially stressed participants may feel like they need... READ MORE
By Judy Ward | 4/27/2022
Will a new generation of lifetime income products finally gain traction in the market? In the cover story in the latest issue of NAPA Net the Magazine, Judy Ward has answers from some industry thought leaders. While retirement income offerings are an integral component of defined benefit pension... READ MORE
By Judy Ward | 4/27/2022
In a feature article in the latest issue of NAPA Net the Magazine, six of this year’s Top Young Retirement Plan Advisors talk about how advisors can help employers and employees with student debt repayment programs. Seeing the connection between student debt and the ability to save for retirement... READ MORE
By Judy Ward | 1/19/2022
In her feature article in the latest issue of NAPA Net the Magazine, Judy Ward outlines how behavioral finance has changed. “The first generation of behavioral finance is very focused on finance and economics,” says Joshua Dietch, Boston-based vice president and group manager-retirement thought... READ MORE
By Judy Ward | 1/19/2022
In the cover story from the latest issue of NAPA Net the Magazine, nine of NAPA’s Top Women Advisors discuss the ways the industry will evolve over the next 10 years. “Years ago, we were seen as just an investment expert, and our role as advisors has only increased over time,” says Renee Scherzer... READ MORE
By Judy Ward | 11/16/2021
In a feature story in the Fall issue of NAPA Net the Magazine, Judy Ward looks at the battle between recordkeepers and advisors over financial wellness business.  There’s a lot of talk these days about how plan advisors—and recordkeepers—are aiming to take the lead in helping American workers with... READ MORE
By Judy Ward | 11/16/2021
In her cover story in the Fall issue of NAPA Net the Magazine, Judy Ward reports on what five of the nation’s top DC wholesalers are seeing in terms of advisory practice consolidation. One topic gets discussed at every meeting Keith Neal has with his plan advisor contacts these days: advisory... READ MORE
By Judy Ward | 11/16/2021
In a feature story in the Fall issue of NAPA Net the Magazine, Judy Ward reports on the movement toward using managed accounts as qualified default investment alternatives. Pensionmark Financial Group started developing its Portfolio Advisory Services two years ago, and CEO Troy Hammond sees the... READ MORE
By Judy Ward | 7/29/2021
In her feature story in the Summer issue of NAPA Net the Magazine, Judy Ward looks at how some of NAPA’s 2021 Top Young Retirement Plan Advisors view Environmental, Social and Governance (ESG) investing in 401(k) plans. “I have seen more interest in ESG investing, and in ESG analysis, within the... READ MORE
By Judy Ward | 4/20/2021
The COVID-19 pandemic has widened existing gaps in retirement readiness of people of color. In her cover story for the latest issue of NAPA Net the Magazine, Judy Ward explores why—and what can be done to help. Many black and Hispanic families have a starkly different retirement savings reality... READ MORE
By Judy Ward | 4/20/2021
In a feature article from the latest issue of NAPA Net the Magazine, Judy Ward outlines eight ways to help thwart theft of participants’ assets.  There’s been lots of talk lately about the possibility of massive hacks that lead to participants’ money being stolen, but less-exotic crimes may pose a... READ MORE
By Judy Ward | 2/10/2021
In this feature article in the latest issue of NAPA Net the Magazine, some of NAPA’s Top Women Advisors talk about how they lead in complicated times. “In any crisis, that’s when the real leaders rise to the top,” says Eva Kalivas, senior vice president at New York-based EPIC Retirement Services... READ MORE
By Judy Ward | 1/8/2021
In the cover story of the latest NAPA Net the Magazine, Judy Ward takes a look at the new thinking on the use of  environmental, social, and governance factors in 401(k) plans. Are we at the dawn of a new era for thinking about how ESG (environmental, social, and governance) factors can play a... READ MORE
By Judy Ward | 11/11/2020
For advisors, pooled employer plans are a new market with promise, but also uncertainties. Will they be a game-changer? This feature article in the latest issue of NAPA Net the Magazine takes a look at five of the uncertainties currently surrounding PEPs. When Scott Matheson thinks about pooled... READ MORE
By Judy Ward | 11/11/2020
In the cover story of the latest NAPA Net the Magazine, six of last year’s Top DC Wholesalers describe how their work has shifted and what they see ahead for the wholesaler-plan advisor relationship. The business of being a wholesaler shifted abruptly in March, with the simultaneous onset of the... READ MORE
By Judy Ward | 9/17/2020
In this feature article from NAPA Net the Magazine, Judy Ward examines the use of participant data for marketing purposes. “This whole participant-data privacy issue has ‘legs,’” says Fred Reish, a Los Angeles-based partner at law firm Faegre Drinker Biddle & Reath LLP. “There will be a lot... READ MORE
By Judy Ward | 8/4/2020
If you handle participant data, you’re a valuable target for a cybercriminal, especially when you’re working remotely. In the Summer issue of NAPA Net the Magazine, Judy Ward offers some important tips on protecting yourself. “If you’re a financial advisor, you’ve got a lot of information that’s... READ MORE
By Judy Ward | 7/21/2020
In this cover story from the latest issue of  NAPA Net the Magazine, eight of the nation’s top young retirement plan advisors talk about how they’re helping sponsors during an unprecedented time. “Anxious” is how Michael Curry described plan sponsors’ mood in the early spring, as the Coronavirus... READ MORE

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